2 / 5 Stars
2 1 4
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#358 in Large Growth
U.S. News evaluated 468 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.77 percent over the past year, 10.56 percent over the past three years, 15.35 percent over the past five years, and 6.63 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.1%|
|3 Years (Annualized)||10.6%|
|5 Years (Annualized)||15.3%|
|10 Years (Annualized)||6.6%|
The investment seeks to maximize capital appreciation over the long term without regard to income. The fund is a fund-of-funds and as such seeks to achieve its investment objective by investing primarily in no-load and load-waived mutual funds, including exchange-traded funds ("underlying funds"). It may purchase shares of international and global underlying funds. Up to 50% of its net assets may be invested in underlying funds that focus their investment in securities of companies located in emerging markets. The fund typically maintains a substantial holding of core underlying funds.
Fees are Average compared to funds in the same category.
FundX Upgrader Fund has an expense ratio of 1.24 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.